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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,891 | $81,457-49.8% | $103,378-60.4% | $80,911-49.5% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.3pp | 67.6%+15.1pp |
| Annual return | 11.37% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $2,463 | $3,107-20.7% | $3,870-36.4% | $2,756-10.6% |
| Participant deferral / active EE | $3,386 | $3,871-12.5% | $5,058-33.1% | $4,297-21.2% |
| Admin fee / account holder | $20,927 | $6,717+211.6% | $8,401+149.1% | $6,935+201.8% |